protecting your pension, your spouse, and your legacy

The pension shield option ™

The Pension Shield Strategy allows you to maximize your pension income while ensuring your loved ones are financially protected. By choosing a higher monthly payout and redirecting a portion of that income into a secure benefit for your spouse or heirs, you can create a personalized safety net beyond traditional pension survivor options.

solves the survivor option dilemma

To protect your spouse, you must accept a permanent reduction in your pension payment for life.

protect your largest asset

Unlock higher monthly pension payments with added protection for your family

why choose Pension Shield?
  • Saves you hundreds of thousands of dollars over your retirement

  • More wealth passed on to heirs

  • Offers flexibility & control

Ready to secure your retirement?

Contact us today to explore your Pension Shield options.

Call For Expert’s Advice

509.850.1150

Rest assured, we’ll be with you every step of the way to guide you through the entire process.